About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

OVERVIEW

RESPONSIBILITIES

Primary responsibilities will include:

• Independently and proactively leading engagements with clients to understand their investment and servicing needs, including discussing their portfolios with Wellington, providing high level service expertise, and hosting client meetings;

• Cultivating and executing on cross sell opportunities;

• Partnering with Business Development Managers on shared accounts, analyzing performance data, investment characteristics, and risk profiles of client portfolios, and attending portfolio reviews and defense meetings;

• Serving as a central point of contact internally and externally to ensure that client servicing needs are met;

• Preparing for, leading, and providing follow-up on, client meetings and inquiries;

• Building and demonstrating a deep understanding of the industry / market / channel in which their clients operate;

• Understanding how each client’s overall objectives influence their investment and servicing requirements;

• Demonstrating in-depth knowledge of, and appreciation for, the client marketplace, including regulatory, accounting, tax, and asset allocation considerations;

• Managing client expectations, balancing the interests of both clients and the firm;

• Developing team members by identifying and carving out opportunities for less experienced colleagues to work independently;

• Working closely with subject matter experts firmwide to onboard new client accounts;

• Partnering with other functional areas to address client issues, concerns, and opportunities;

• Liaising with clients and internal parties to ensure compliance with applicable regulations;

• Identifying opportunities to create efficiencies and assisting in internal initiatives to implement recommendations.

• Partner with Wealth team globally, across BD and RM teams to drive global collaboration and best practices across regions and clients

Qualifications/ Characteristics

The successful candidate for this position is likely to have:

• Extensive professional experience in the investment management industry, including a proven track record of successfully building and independently managing relationships with clients;

• Expertise in managing a large territory, and the ability and willingness to travel;

• Excellent communication and presentation skills, with an ability to influence others and work as part of a high performing team;

• An innovative and growth mindset;

• An ability to operate calmly under pressure in a fast-paced environment

• Second language (Mandarin) skills preferred;

• A strong academic background, ideally including a relevant professional qualification or progress towards one

• Proficiency in Salesforce, Excel and Outlook.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.